Investment Analyst - Equity Research

FM • Boston, MA

1d • Hybrid

About The Position

This role supports senior investment professionals by assisting with fundamental and/or quantitative research to help generate investment returns that exceed established benchmarks. The position will sit within the Equities. A small portion of the role will involve ad‑hoc projects, where the individual will collaborate with members of the investment team and the Chief Investment Officer (CIO).

Requirements

• Bachelor’s degree
• 2+ years of experience in equity research and investment analysis.
• Strong skills in Microsoft Excel, financial modeling, and programming
• Foundational knowledge of accounting, economics, and financial markets, with exposure to one or more asset classes
• Strong written and verbal communication skills, with the ability to collaborate effectively in a team environment
• Intellectual curiosity and self‑motivation, with an interest in working in a fast‑paced, competitive industry
• Experience with Bloomberg, FactSet, or similar investment research systems
• Ability to apply both qualitative and quantitative thinking to evaluate risk and return, even when information is incomplete

Nice To Haves

• Master’s degree
• CFA (Chartered Financial Analyst)
• 3+ years of experience in equity research and investment analysis.
• Previous experienced covering the Tech sector (semiconductors, software, hardware, etc.) in a buys side role
• Ability to distill industry dynamics and current emerging trends in the Tech sector

Responsibilities

• Support senior investment team members with qualitative and quantitative analysis of investment opportunities
• Assist with research related to existing and potential portfolio holdings, including: Macroeconomic conditions, Industry and market trends, Company‑specific factors such as financial results, management, strategy, and competitive positioning
• Help develop analysis and recommendations that consider: Relevant risk factors, Financial modeling and evaluation, Relative attractiveness versus other investment options, Potential impact on current or proposed portfolio positioning
• Contribute to ad‑hoc projects as needed to support business priorities
• Clearly and effectively communicate findings and recommendations through: Written summaries and analysis, Verbal discussion during team meetings
• Attend industry conferences and meetings to build knowledge and broaden investment perspective

Benefits

• incentive plan
• generous health and well-being programs
• a 401(k) and pension plan
• career development opportunities
• tuition reimbursement
• flexible work
• time off allowances

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level